With Salesforce for Outlook, contacts, events and tasks are automatically synced, effectively eliminating the need to manually port customer data from one application to the other. What is Salesforce for Outlook?įor businesses using both Salesforce and Microsoft Office, the Salesforce for Outlook app has offered a means to bridge the data gap between the two applications. The integration automatically updates Salesforce with customer data captured in Outlook, and makes that data available to streamline internal communication, enhance customer relationships, and close transactions. Salesforce for Outlook is a Salesforce-native application that creates a simple data connector between Salesforce and Microsoft Outlook email, calendar, tasks, and contacts.
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